Position in AES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,165,091
+$271,663 QoQ
Shares Held
147,687
+9.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#231
of 696 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $10,912,229 across 6 Utilities - Diversified names. AES ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
73,964 | $6,857,202 | |
| 2 | AES |
Aes Corp
This page
|
147,687 | $2,165,091 | |
| 3 | AVA |
Avista Corp
|
25,251 | $1,033,018 | |
| 4 | AQN |
Algonquin Power & Utilities Corp.
|
88,590 | $519,137 | |
| 5 | UTL |
Unitil Corp
|
4,157 | $219,032 | |
| 6 | BIPH |
Brookfield Infrastructure Partners L.P.
|
7,701 | $118,749 |
All Filings in AES
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,165,091 | 147,687 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,893,428 | 134,381 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,918,276 | 133,771 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,534,653 | 116,615 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,226,547 | 116,592 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,521,549 | 122,508 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,277,463 | 99,259 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,345,355 | 116,917 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,906,450 | 108,506 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,721,028 | 95,986 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,482,018 | 128,936 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $937,688 | 61,690 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $866,203 | 41,785 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $861,028 | 35,757 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $994,837 | 34,591 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $724,872 | 32,074 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $597,986 | 28,462 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $656,423 | 25,512 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $366,225 | 15,071 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $220,560 | 9,661 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $455,312 | 17,465 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $290,325 | 10,829 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||